401k Plan data: JOHN LEES MD PC NONPHYSICIAN PROFIT SHARING PLAN plan

JOHN LEES MD PC NONPHYSICIAN PROFIT SHARING PLAN 401k Plan overview

Plan Name	JOHN LEES MD PC NONPHYSICIAN PROFIT SHARING PLAN
Plan identification number	003

JOHN LEES MD PC NONPHYSICIAN PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Participant-directed brokerage accounts provided as an investment option under the plan.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

JOHN LEES, MD PC has sponsored the creation of one or more 401k plans.

Company Name: JOHN LEES, MD PC

Employer identification number (EIN): 930590581

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN LEES MD PC NONPHYSICIAN PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2021-01-01 BRUCE MADSEN 2022-02-15 BRUCE MADSEN 2022-02-15
003 2020-01-01 BRUCE MADSEN 2021-07-06
003 2018-01-01
003 2017-01-01
003 2016-01-01
003 2015-01-01
003 2013-01-01
003 2012-01-01 JOHN LEES, MD 2013-05-28
003 2011-01-01 JOHN LEES, MD 2012-06-21
003 2010-01-01 JOHN LEES, MD 2011-06-14

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2021-01-01	BRUCE MADSEN	2022-02-15	BRUCE MADSEN	2022-02-15
003	2020-01-01	BRUCE MADSEN	2021-07-06
003	2018-01-01
003	2017-01-01
003	2016-01-01
003	2015-01-01
003	2013-01-01
003	2012-01-01	JOHN LEES, MD	2013-05-28
003	2011-01-01	JOHN LEES, MD	2012-06-21
003	2010-01-01	JOHN LEES, MD	2011-06-14

Financial Data on JOHN LEES MD PC NONPHYSICIAN PROFIT SHARING PLAN

Measure	Date	Value
2008 : JOHN LEES MD PC NONPHYSICIAN PROFIT SHARING PLAN 2008 401k financial data
Total plan liabilities at end of year	2008-12-31	$250,000
Total income from all sources	2008-12-31	$-2,836,718
Expenses. Total of all expenses incurred	2008-12-31	$10,000
Benefits paid (including direct rollovers)	2008-12-31	$10,000
Total plan assets at end of year	2008-12-31	$868,226
Total plan assets at beginning of year	2008-12-31	$3,464,944
Value of fidelity bond covering the plan	2008-12-31	$333,029
Total contributions received or receivable from participants	2008-12-31	$51,995
Other income received	2008-12-31	$-3,024,978
Net income (gross income less expenses)	2008-12-31	$-2,846,718
Net plan assets at end of year (total assets less liabilities)	2008-12-31	$618,226
Net plan assets at beginning of year (total assets less liabilities)	2008-12-31	$3,464,944
Total contributions received or receivable from employer(s)	2008-12-31	$136,265

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Company Name:	JOHN LEES, MD PC
Employer identification number (EIN):	930590581
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)